account_balance
Investment manager · 13F filer · SEC CIK 1595849
Sessa Capital IM, L.P.
Reported value$5.78Bas of Jun 30, 2026
Positions26 1 new, 6 sold out
Top 10 weight86.6%HUM alone is 26%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HUMHumana Inc
25.6%
WBDWarner Bros Discovery Inc
13.9%Trimmed −6%
KMBKimberly-clark Corp
9.9%Added +18%
SHCSotera Health Co
8.3%Added +17%
PCGPG&E Corp
7.1%
ALLYAlly Finl Inc
6.7%
COFCapital One Finl Corp
5.4%
ILMNIllumina Inc
3.4%Trimmed −66%
TFXTeleflex Incorporated
3.3%
MICC2.9%GRALGrail Inc
2.4%Added +19%
AXTAAxalta Coating Sys Ltd
2.1%Added +59%
HUMHumana Inc
25.6%
WBD13.9%KMB9.9%SHC8.3%PCG7.1%ALLY6.7%COF5.4%ILMN3.4%TFX3.3%MICC2.9%GRAL2.4%AXTA2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HUM Humana Inc 25.6% HeldWBD Warner Bros Discovery Inc 13.9% Trimmed −6%KMB Kimberly-clark Corp 9.9% Added +18%SHC Sotera Health Co 8.3% Added +17%PCG PG&E Corp 7.1% HeldALLY Ally Finl Inc 6.7% HeldCOF Capital One Finl Corp 5.4% HeldILMN Illumina Inc 3.4% Trimmed −66%TFX Teleflex Incorporated 3.3% HeldMICC Magnum Ice Cream Co NV 2.9% Added +101%GRAL Grail Inc 2.4% Added +19%AXTA Axalta Coating Sys Ltd 2.1% Added +59%
What changed